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Jpmorgan Investment Funds - Us Select Equity Fund X (acc) - Usd (0P00000DTZ)
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23/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 9.08B
Type:
Fund
Market:
Luxembourg
ISIN:
LU0085143211
Asset Class:
Equity
JPMorgan Investment Funds - US Select Equity Fund
916.490
+15.450
+1.71%
- Overview
- Profile
- Historical Data
- Holdings
0P00000DTZ Overview
On this page you'll find an in-depth profile of Jpmorgan Investment Funds - Us Select Equity Fund X (acc) - Usd. Learn about the key management, total assets, investment strategy and contact information of 0P00000DTZ among other information.
Investment Strategy
To achieve a return in excess of the US equity market by investing primarily in US companies. Uses a research-driven investment process that is based on the fundamental analysis of companies and their future earnings and cash flows by a team of specialist sector analysts.
Contact Information
Address
European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Luxembourg, L-2633
Luxembourg
Phone
+352 34 101
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Shilpee Raina | - | 2021 | Now |
| Biography | Shilpee Raina, executive director, is a research analyst on the Equity Income Strategy within the U.S. Equity Group. Shilpee is a generalist analyst whose research coverage spans various industries. An employee since 2005, Shilpee has been a dedicated research analyst on the Equity Income Strategy since 2008 and was previously focused on the Mid Cap Value portfolios where she conducted research within the media sector, while also responsible for daily implementation and portfolio analytics for the broader Value Team. Shilpee holds a B.S. in Commerce with concentrations in Finance and Accounting from University of Virginia’s McIntire School of Commerce. She is a member of both the New York Society of Security Analysts and the CFA Institute and is a CFA charterholder. | ||
| Scott B. Davis | Managing director | 2016 | Now |
| Biography | Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group. | ||
| Steven G. Lee | Lead Portfolio Manager | 2019 | 2021 |
| Biography | Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan. | ||
| David Small | Managing Director | 2016 | 2019 |
| Biography | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
| Susan Bao | Managing Director | 2007 | 2019 |
| Biography | Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation. | ||
| Thomas Luddy | Managing Director | 2006 | 2017 |
| Biography | Thomas Luddy, managing director, is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. An employee since 1976, Tom has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982. Tom holds a B.S. in economics and mathematics from St. Peter's College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
| Gregory Fowlkes | - | 2010 | 2012 |
| Biography | Gregory G. Fowlkes, managing director, is an analyst in the U.S. Equity Group covering the retail sector. An employee since 2005, Gregory was previously a co-manager in the Large Cap Core strategy and prior to that he covered retail and apparel as an analyst in the U.S. Equity Research Group. Prior to joining the firm, he worked at Morgan Stanley as a senior research analyst covering broadlines and specialty retail, and as buyer in the retail industry. Gregory earned a B.A. in religious studies from Stanford University and an M.B.A. from Duke University. | ||
| Lee Spelman | - | 2007 | 2009 |
| Louise Sclafani | vice president and Portfolio Manager | 1984 | 2006 |
| Biography | Sclafani is a vice president and portfolio manager with J.P. Morgan Investment Management, her employer since 1994. Prior to joining the firm, she was an analyst and portfolio manager at Brundage, Story and Rose. | ||
| John Stainsby | - | 1984 | 2006 |
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